Tag: Document Automation

Stay up-to-date on all things legal technology, including practice management, payments, automation, and more.

People congregating over paperwork on a desk
Law Firm Operations

Ask the Experts: How Was the Legal Industry Transformed in 2020?

It’s safe to say that 2020 threw us all a curveball. Despite the hardships this year brought, the legal industry rose to the challenge, adapting operations and offering new services to help clients through these unprecedented times. We asked CARET Legal partners to share some of the trends they witnessed

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reviewing legal documents
Law Firm Operations

The Advantages of Remote Work — Keeping Families Together

We recently interviewed Family law attorney Bob Noone about his experiences in managing a multistate adoption and child protection firm. Robert Noone Legal Services was first established in 1989, in Logan, West Virginia. In 2008 he opened a second office in Alabama. Noone Legal Services provides families in West Virginia

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Stacks of papers being sorted on a desk next to a laptop and potted plant
Matter Management

Stuck in Neutral: Five Reasons Firms Fail to Scale

Has your firm’s growth stalled? Are you struggling to scale your operations or your team?

It’s often hard to pinpoint one reason why a firm seems to be stuck in neutral, cruising along but not accelerating. The cause is often a combination of things ranging from ineffective teams and poor processes

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woman on a conference call on her computer
Document Management

How to Foster Collaboration in Law Firms While Working Remotely

Knowing how to foster collaboration in law firms is critical for successfully managing your firm. Clients expect their attorneys to address increasingly complex issues that cross areas of expertise and jurisdictions. Continuing to adhere to monolithic models and approaches will result in frustrated and unsatisfied clients, and ultimately less revenue.

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CARET Legal's document automation on computer screen
Law Firm Operations

Document Assembly Made Efficient

Do you often draft the same type of document for different clients? Do you try to use the same one as a base? Remember the last time you had to draft a document? What steps did you take?

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the transition to a new legal practice management system
Law Firm Operations

Transitioning to a New LPM? Don’t Get Stuck in the Past

Change is never easy, but often necessary to stay relevant in today’s fast-paced environment. Firms should regularly review how things are done and look for ways to improve. An especially good time to do this is when implementing new law practice management (LPM) software. Firms that cling to outdated or

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woman typing on her computer at her kitchen table
Law Firm Operations

Is your practice ready to embrace a work from home program?

A work-from-home policy presents many benefits and drawbacks for a modern law firm. With a virtual law office, your firm will save on monthly rent costs and is likely to experience less employee turnover. However, remotely participating in meetings with clients and employees can be challenging when employees must rely

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